Vanguard Large-Cap ETF shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Vanguard Large-Cap ETF
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Quarterly reported holdings in Vanguard Large-Cap ETF by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.3M | 31k | 239.76 |
| 2023-12-31 | $6.9M | 32k | 218.15 |
| 2023-09-30 | $8.4M | 43k | 195.69 |
| 2023-06-30 | $7.9M | 39k | 202.72 |
| 2023-03-31 | $5.8M | 32k | 185.57 |
| 2022-12-31 | $5.1M | 29k | 174.20 |
| 2022-09-30 | $4.6M | 28k | 163.58 |
| 2022-06-30 | $4.4M | 25k | 172.37 |
| 2022-03-31 | $3.9M | 19k | 208.47 |
| 2021-12-31 | $1.7M | 7.5k | 221.04 |
| 2021-09-30 | $1.3M | 6.7k | 200.81 |
| 2021-06-30 | $1.3M | 6.4k | 200.78 |
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